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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,425 | $86,940+92.6% | $102,434+63.4% | $80,935+106.9% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 16.01% | 18.89%-2.9pp | 29.46%-13.4pp | 35.66%-19.7pp |
| Employer contribution / active EE | $7,601 | $2,370+220.8% | $3,023+151.4% | $2,757+175.7% |
| Participant deferral / active EE | $5,907 | $4,121+43.3% | $5,055+16.8% | $4,299+37.4% |
| Admin fee / account holder | $45,701 | $8,047+467.9% | $9,462+383.0% | $6,924+560.0% |